Overview
A Dashboard Project in the Loop Experience Platform by Benbria aggregates real-time experience data from multiple survey projects, messaging channels, and ticketing workflows into a single, customizable visual view. While Survey Insights focuses exclusively on performance within a single survey form, Dashboard Projects empower organizations to cross-reference trends, analyze location hierarchies, monitor operational SLAs, and share scheduled performance digests with key stakeholders. This overview explains the core features, key visual panels, drill-down capabilities, and administrative settings within a Dashboard Project.
Prerequisites & Permissions
Primary Audience: Account Admins, Location Admins, and Location Managers.
Permissions Required:
Account Owners: Full system access to create, edit, delete, group into folders, and share Dashboard Projects globally or assign them to specific locations.
Location Admins: Ability to view, filter, drill down into, and export dashboards assigned to their physical locations or business units.
Core Features & Dashboard Capabilities
1. Dynamic Visualizations & Panels
Dashboard Projects offer a variety of panel types to display quantitative and qualitative data:
Heat Maps: Visualize peak feedback volume, response distribution, or satisfaction intensity across hours, days of the week, or physical locations.
Topic Analysis: Monitor the topics by sentiment in a hierarchy from Very Positive to Very Negative including Mixed Sentiment.
Dedicated CX Score Panels: Display visual scorecards, trendlines, and cohort breakdowns for core experience metrics including Net Promoter Score (NPS), Customer Satisfaction (CSAT), Customer Effort Score (CES), 5-Star Ratings, and Smiley scales.
Line Graphs & Bar Charts: Compare performance metrics over custom time ranges, comparing shifts, weeks, months, or quarters.
Donut & Pie Charts: Illustrate response distributions for multi-choice questions, root cause ticket categories, and resolution status breakdowns.
2. Drill-Down Analysis
Underlying Feedback Inspection: Click directly into specific data points or chart slices on any panel to inspect the underlying survey responses, comments, or tickets driving the result.
Root Cause Identification: Trace negative metric spikes down to specific shift times, channels, or locations to take immediate operational recovery steps.
3. Multi-Dimensional Filtering
Location & Channel Filters: Slice aggregated data across specific physical sites, regions, touchpoints (e.g., kiosk hardware, QR code, web link), or communication channels.
Date & Time Range Comparisons: Apply custom date pickers or relative time windows to measure improvement against historical baselines.
4. Exporting & Automated Subscriptions
Scheduled Email Digests: Schedule automated email subscriptions (daily, weekly, or monthly) to deliver custom dashboard digests directly to executive leadership or location teams.
Multi-Format Exports: Export full dashboards or individual visual charts into PDF, PNG, JPEG, or CSV formats for board presentations and operational reporting.
5. Access Governance & Sharing Settings
Folder Integration: Group related dashboards alongside corresponding survey projects inside shared or private folders for clean workspace management.
6. Dashboard Settings & Default Filters
Date Range: Configure the default date range to be applied.
Dimensions: Configure the default Surveys, Channels, Locations, Location Types and Location Groups to be applied to the global dashboard filter.
Drill Downs & Exclusions: Control whether drill downs are excludes are enabled.
Comparison: Dashboard Projects vs. Survey Insights
Capability | Survey Insights | Dashboard Projects |
Data Scope | Single Survey Project
| Aggregates data across multiple surveys, messaging channels, and tickets
|
Primary Focus | In-depth form-specific question analysis & response distributions
| Multi-metric trend monitoring, cross-location analysis & executive reporting
|
Customization | Pre-built, out-of-the-box analytical view
| Custom layout with flexible panel selection (Heat Maps, Donut, CX Panels, etc.)
|
Sharing | In-app view & report digest export
| Direct role/folder sharing & automated email subscriptions
|
š” TIP: Standardize folder naming and sharing rules across regional locations so location managers automatically receive access to their site-specific dashboards.
ā ļø NOTE: Visual panel visibility and data availability depend on the location access rights and user permissions assigned in Admin / Settings.
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Frequently Asked Questions (FAQs)
Q: What is the difference between Dashboard Projects and Survey Insights?
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A: Survey Insights provides instant, pre-built analytics dedicated exclusively to a single Survey Project. Dashboard Projects allow you to create custom visual views that aggregate and cross-reference data across multiple surveys, messaging channels, and ticketing workflows simultaneously.
Q: Can I schedule a Dashboard Project to be emailed automatically to external managers?
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A: Yes. You can set up scheduled email digests (daily, weekly, or monthly) to send automated visual reports to designated stakeholders via email.
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Q: What formats can I export dashboard data in?
A: Dashboard Projects can be exported in PDF, PNG, JPEG, and CSV formats.